Jensen Huang declared on X on September 6, 2026, that artificial general intelligence (AGI) had arrived, citing OpenAI’s GPT-6 Astra model as evidence. According to Huang, Astra was trained on more than 100,000 Nvidia Grace Blackwell GPUs, illustrating the growing computing requirements of frontier AI. Goldman Sachs and Morgan Stanley analysts believe this dynamic could accelerate spending on AI infrastructure. They are therefore watching Nvidia, Broadcom and Micron, whose businesses rely heavily on rising investment in chips, memory and networking equipment. This thesis remains exposed to a slowdown in spending and credibility risks surrounding Huang’s statements.
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